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iShares Core S&P Mid-Cap ETF

1,857 hedge funds and large institutions have $49.5B invested in iShares Core S&P Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 306 funds opening new positions, 822 increasing their positions, 473 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,857
Holders Change
+223
Holders Change %
+13.65%
% of All Funds
28.68%
Holding in Top 10
313
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+13.41%
% of All Funds
4.83%
New
306
Increased
822
Reduced
473
Closed
50
Calls
$44.3M
Puts
$4.64M
Net Calls
+$39.7M
Net Calls Change
-$165M
Name Holding Trade Value Shares
Change
Shares
Change %
MI
601
Moneywise Inc
Virginia
$4.73M -$800K -14,125 -14%
AWM
602
Altavista Wealth Management
North Carolina
$4.72M -$181K -3,200 -4%
Koshinski Asset Management
603
Koshinski Asset Management
Illinois
$4.69M -$5.38K -95 -0.1%
MOS
604
MGO One Seven
Ohio
$4.69M +$1.87M +33,055 +67%
PFS
605
Prospera Financial Services
Texas
$4.57M +$527K +9,300 +13%
MCCP
606
Mission Creek Capital Partners
California
$4.56M +$1.48M +26,080 +48%
ODIJL
607
One Day In July LLC
Vermont
$4.54M +$3.97M +70,210 +701%
EW
608
Element Wealth
Mississippi
$4.54M -$638K -11,260 -12%
CFS
609
CRA Financial Services
New Jersey
$4.54M +$39.6K +700 +0.9%
MWM
610
Mascoma Wealth Management
New Hampshire
$4.54M +$531K +9,370 +13%
OWM
611
Olympus Wealth Management
Utah
$4.53M +$4.53M +79,950 New
SCG
612
Sonata Capital Group
Washington
$4.5M +$5.1K +90 +0.1%
FC
613
Financial Council
Maryland
$4.48M +$445K +7,865 +11%
RWP
614
Revolve Wealth Partners
New Jersey
$4.48M +$4.48M +79,040 New
EGP
615
Entrust Global Partners
New York
$4.43M +$4.43M +78,250 New
CCM
616
Crew Capital Management
Ohio
$4.42M -$148K -2,610 -3%
KLI
617
Kelman-Lazarov Inc
Tennessee
$4.41M +$387K +6,840 +10%
FBA
618
Front Barnett Associates
Illinois
$4.4M -$19K -335 -0.4%
ASW
619
Astoria Strategic Wealth
Texas
$4.35M +$4.35M +76,905 New
HSA
620
HBK Sorce Advisory
Pennsylvania
$4.35M +$26K +460 +0.6%
SQA
621
Simon Quick Advisors
New Jersey
$4.33M +$7.64K +135 +0.2%
WGCA
622
Wolf Group Capital Advisors
Virginia
$4.33M +$2.93M +51,805 +210%
BCWM
623
Bartlett & Co Wealth Management
Ohio
$4.32M +$437K +7,720 +11%
BC
624
Bartlett & Co
Ohio
$4.32M +$437K +7,720 +11%
RPC
625
Rossmore Private Capital
Connecticut
$4.31M +$350K +6,180 +9%